截至发稿，创业黑马市值为51亿元。 每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ 每经AI快讯，创业黑马（SZ 300688，收盘价：30.4元）10月29日晚间发布公告称，近日创业黑马科技 集团股份有限公司与上海信弘智能科技有限公司签署了《战略合作框架协议》，双方为确立高效务实的 合作机制，特签署本协议，作为指导双方未来深化合作的纲领性文件。本协议的签署属于公司日常经营 行为。 2024年1至12月份，创业黑马的营业收入构成为：商业服务业占比100.0%。 （记者 王晓波） ...

2025 年 10 月 22 日 星期三 ➢ 每日大市点评 昨日港股较为波动。大市高开，恒生指数一度挑战 26,400 点，其后涨幅收窄。恒生指数及国企指数最终分别收报 26,028 点及 9,303 点，仅上升 0.7%及 0.8%。全日港股成交 2,647 亿港元，高于周一的 2,392 亿港元，反映投资者好淡争持。分 类指数方面，工业、非必需性消费、金融分别上升 1.4%、1.2%、1.1%，必需性消费、电讯、公用事业则分别下跌 0.1%、 1.0%、0.1%。指数个股方面，中国人寿(2628 HK)及比亚迪电子(285 HK)领涨，分别上升 6.0%及 3.8%；泡泡玛特(9992 HK)及华润万象生活(1209 HK)领跌，分别下跌 8.1%及 1.9%。 金价一度在 4,300 美元以上，其后回落，最新在 4,100 美元水平。短期未来，金价持续整固的可能性较大，因为美国降息 因素大致已经反映。此外环球政经风险也似乎稳定下来，例如(一)美国财长或将在马来西亚与中国国务院副总理何立峰 进行经贸会谈，有利中美两国最终可以达成协议；(二)欧洲领导人刚表示支持特朗普对乌克兰停火的立场。 周二美股反复但仍普 ...

据悉，本届杨升庵文学奖的举办生动融入了成都市推进文商旅体深度融合发展的战略大势。作为城市文化软实力的重要体现，该奖项不仅助力营造浓厚的城 市文学氛围，更通过"文化+旅游""文化+商业"等多维联动，拓展文学IP的价值边界，为成都加快建设世界文化旅游名城持续注入动能。 （文章来源：每日经济新闻） 据悉，杨升庵文学奖是由四川省作协、成都市文联、中共成都市新都区委、成都市新都区人民政府于2023年共同发起，面向全国及全球华语文坛举办的与时 俱进的新兴主流文学奖项。第二届杨升庵文学奖自去年12月启动以来，共收到1652部作品参评。 除颁奖仪式外，现场还同步举行"升庵文化城市联盟"传承仪式，新都区与来自四川省凉山州会理市、泸州市叙永县、泸州市江阳区，以及云南省红河州建水 县等联盟城市代表，在"升庵林"种下桂树苗，象征升庵精神在新时代的传承与生长。 作为杨升庵的故乡，新都区目前已建立起较为完善的杨升庵文化资源体系。此外，新都区还系统实施升庵文化传承创新工程，成立四川省杨慎研究会，与多 地建立"升庵文化城市联盟"，对升庵文化进行深度挖掘。 新都区相关负责人表示，未来，新都区将持续以"杨升庵文学奖"为载体，不断激活名人IP，深 ...

Core Insights - The article discusses the delay between the emergence of general-purpose technologies and subsequent economic growth acceleration, questioning why previous technological revolutions did not lead to mass unemployment as feared by historical figures like Ned Ludd and John Maynard Keynes. It also explores the future of the artificial intelligence revolution in terms of job creation versus destruction [1][11]. Group 1: Characteristics of General-Purpose Technologies - General-purpose technologies are characterized by three fundamental features: they spawn numerous secondary waves of innovation, they improve over time leading to reduced user costs, and they become ubiquitous across all sectors of the economy [3][4]. - Secondary innovations are crucial as they adapt general-purpose technologies to specific sector needs, enhancing productivity and serving as a source of long-term growth. However, these innovations require time and resource reallocation, which can temporarily lower GDP growth rates [5][8]. Group 2: Delays in Technology Adoption - There are instances where society may never optimally adopt new technologies due to a lack of secondary innovations or widespread acceptance, leading to missed opportunities for productivity improvements [7]. - The transition from old to new general-purpose technologies often intensifies the process of creative destruction, as new firms can avoid the costs associated with transitioning from outdated technologies [8]. Group 3: Impact on Employment - Historical perspectives reveal that fears of machines destroying jobs have existed for centuries, but technological advancements have often led to positive effects on production, exports, and employment [13][14]. - Automation has been shown to create more jobs than it destroys, with studies indicating that a 1% increase in automation can lead to a 0.25% increase in employment two years later and a 0.4% increase ten years later [15][16]. Group 4: Conclusion on Technological Revolutions - The article challenges two common misconceptions: that technological revolutions inevitably lead to accelerated growth and that they are detrimental to employment. While growth may accelerate, it often requires a time lag, and inappropriate institutional frameworks can hinder the potential benefits of new technologies [17][18].

截至发稿，永泰运市值为25亿元。 每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 （记者 曾健辉） 每经AI快讯，永泰运（SZ 001228，收盘价：24.14元）9月29日晚间发布公告称，公司第二届第三十六 次董事会会议于2025年9月29日在公司六楼会议室以现场结合通讯的方式召开。会议审议了《关于修订 <董事会秘书工作细则> 的议案》等文件。 2025年1至6月份，永泰运的营业收入构成为：商业服务业占比100.0%。 ...

Group 1 - The report titled "Cross-Border Operations: 2025 Risk Observation Report for Chinese Enterprises Going Abroad" focuses on the global risk environment, overseas market risks, and domestic industry operations for Chinese enterprises venturing abroad [1][4][6] - From 2021 to the first half of 2025, Chinese mainland enterprises established 35,893 subsidiaries overseas, with 2,292 new establishments in the first half of 2025, primarily in Hong Kong (47.8%) and the United States (10.7%) [1][26][30] - The export value reached 13 trillion yuan in the first half of 2025, a year-on-year increase of 7.2%, with electrical and mechanical equipment accounting for 42.2% of the total exports [1][42][45] Group 2 - The report highlights significant bankruptcy risks for enterprises, with a notable increase in bankruptcies in the Asia-Pacific region, particularly in Australia and Singapore, which saw increases of 37% and 40% respectively in 2024 [1][53][54] - Payment risks vary significantly by region, with timely payment rates improving in most Asia-Pacific markets, while declining in several European and American countries [1][61][62] - In the domestic context, industries such as electronic information manufacturing and electrical machinery showed leading revenue growth, while sectors like metal products and textiles experienced sluggish growth [1][15][42] Group 3 - The report emphasizes the need for enterprises to enhance risk assessment of overseas partners using data and to manage domestic payment risks effectively to navigate the complex environment of going abroad [1][10][14] - The majority of new Chinese enterprises established abroad are concentrated in wholesale and retail (34.1%) and commercial services (21.6%) [1][36][40] - The report indicates that despite challenges such as trade wars and economic slowdowns, the number of Chinese enterprises going abroad remains significant, with a focus on understanding the risks associated with different markets [1][13][25]

每经AI快讯，永泰运（SZ 001228，收盘价：23.58元）9月4日晚间发布公告称，公司第二届第三十五次 董事会会议于2025年9月4日在公司六楼会议室以现场结合通讯的方式召开。会议审议了《关于公司 <前 次募集资金使用情况专项报告> 的议案》等文件。 2025年1至6月份，永泰运的营业收入构成为：商业服务业占比100.0%。 （记者 曾健辉） 截至发稿，永泰运市值为24亿元。 每经头条（nbdtoutiao）——AI内容强制标识"首周"实测：抖音、小红书、微博自动识别"失灵"，AI应 用文本漏标，视频"会员可去水印" ...

每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 张喜威） 每经AI快讯，创业黑马（SZ 300688，收盘价：35.82元）8月25日晚间发布公告称，公司第四届第十三 次董事会会议于2025年8月25日在公司会议室召开。会议审议了《2025年半年度报告及其摘要的议案》 等文件。 2024年1至12月份，创业黑马的营业收入构成为：商业服务业占比100.0%。 截至发稿，创业黑马市值为60亿元。 ...

Core Viewpoint - The July non-farm employment data shows a significant downward revision in previous months, indicating an overestimation of employment levels, particularly in government sectors. The overall labor market is cooling down, with rising unemployment rates and declining labor participation rates [2][3][5]. Employment Data Revision - The July non-farm employment recorded an increase of 73,000 jobs, but previous months' data were heavily revised downwards. June's employment was adjusted from 147,000 to 14,000, and May's from 144,000 to 19,000, totaling a downward revision of 258,000 jobs [3][2]. Unemployment Rate Trends - The unemployment rate rose slightly by 0.1 percentage points to 4.2% in July, while the U6 unemployment rate increased by 0.2 percentage points to 7.9%. This indicates a broad cooling of the job market, with a decrease in labor participation rate to 62.2%, the lowest since the beginning of 2023 [5][6]. Sector-Specific Employment Changes - Job growth in July was concentrated in the education and healthcare sectors, with retail, education, and financial activities seeing the most significant increases. However, government employment decreased by 10,000 jobs, marking the third negative month this year, with substantial downward revisions in previous months [6][2]. Labor Market Supply and Demand - As of June, job vacancies in the U.S. fell to 7.44 million, with a vacancy rate of 4.4%. The labor supply-demand gap recorded 422,000, indicating a return to pre-pandemic levels and suggesting a balance in the labor market [8]. Wage Growth Trends - Average hourly earnings in July increased by 0.3% month-over-month, with a year-over-year growth of 3.9%. However, long-term trends show a slowdown in wage growth since November 2024 [9][10]. Real Wage Growth - The real wage growth, adjusted for inflation, showed a year-over-year increase of 1% in June, down by 0.4 percentage points from the previous month. This indicates stable wage income growth [10]. Sectoral Wage Changes - In July, the highest year-over-year wage growth was observed in the retail and business services sectors, at 5.2% and 5.1%, respectively. Conversely, the slowest growth was in public utilities and construction, with declines of approximately 0.7 and 0.2 percentage points [12]. Interest Rate Expectations - Following the release of weak employment data, expectations for interest rate cuts in September have increased, with the probability rising from 40% to 80%. The anticipated number of rate cuts for the year has also increased from 1.3 to 2.2 [16].

具体来说，5月产业指数中的活动／销售指标上升0.9点至-18.3点；用工指标上升6.2点至-9.6点；新增订 单指标上升0点至-10.3点；投入品数量指标上升8.6点至-2.7点；投入品价格指标上升8.1点至47.6点；销 售价格指标上升0.4点至-5.9点，平均薪资指标下降0.6点至38.8点。报告特别指出，客户决策延迟、利率 水平和全球不稳定性导致大型项目延迟，从而导致销售转化率偏低。 分行业来看，澳大利亚工业集团发布的制造业表现指数（PMI）在5月下降0.3点至-23.5点；建筑业表现 指数（PCI）上升1点至-6.4点；商业服务业表现指数上升7.2点至-4.3点，为2024年4月以后的最高水平。 报告称，澳制造业萎缩是受到全球和澳当地不确定性的影响，重大项目被推迟，市场犹豫加剧。尤其是 下游的机械设备制造行业，由于供应链中断、不确定性、资本投资减少以及进口成本增加而陷入低迷。 澳建筑业则在面对项目减少、行业竞争加剧的问题，建筑企业纷纷加大折扣力度以保持竞争力，但积压 的建筑项目仍能持续推动该行业整体获得改善。澳商业服务业则因新订单增加，建筑材料需求强劲而受 益，但也在面对全球经济环境动荡、关税上调、利 ...